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Terry Louise Grambo

Advisor at Cetera — Longview, WA

Updated today

Credentials

Series 63, Series 65

Experience

31 years

Location

Longview, WA 98632

Cetera logo

Cetera

Institution

Total advisors

10,217

Across 5,122 offices

Clients per advisor

78 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Terry Grambo is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and Cetera since 2023. Outside of his advisory role, he is a partner in Mandatory LLP, a media business providing online training, and also offers notarial services to clients. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services, with access to both affiliated and third-party investment managers.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Longview, WA

1339 Commerce Ave Ste 207

Longview WA 98632

Advisors at this office

1

Most active in

Texas · Washington

Work history

31 years of industry experience

Cetera

2023 - Present • 3 years

Schaumburg, IL

Cetera Wealth Services, LLC

2013 - Present • 13 years

El Segundo, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

John B

Series 63, Series 66

Longview, WA

Bryant Wealth Management, Inc.

John Bryant is the sole advisor at Bryant Wealth Management, Inc., an independent firm based in Longview, WA. He holds Series 63 and Series 66 designations and has 20 years of industry experience, having led his firm since 2006. Bryant also serves in an elected municipal public office. Bryant Wealth Management provides financial planning and discretionary portfolio management to individuals, households, and small businesses. The firm offers customized investment strategies and additional financial-management services, including bookkeeping and tax preparation, with an institutional custodial relationship through Charles Schwab.

Options & derivatives strategies General retirement planning General estate planning guidance Wealth management
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Damon G

CFP®, ChFC®, Series 63, Series 65

Longview, WA

Retirement Strategies

Damon George is a CFP® and ChFC® with 24 years of experience in financial advising. He is the sole advisor at Retirement Strategies, an independent firm based in Longview, WA. His prior experience includes roles at Cambridge Investment Research Advisors, United Planners' Financial Services of America, and Independent Financial Group. Retirement Strategies provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses, utilizing a multi-disciplinary investment approach and active use of third-party managers.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
user avatar

Aili W

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Aili Wild is a financial advisor at Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses with 13 years of industry experience. Outside of her advisory role, she is an independent retailer for Tranont, selling supplements and occasionally hosting in-home classes. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, offering managed portfolios along with financial planning and insurance solutions. The firm integrates discretionary portfolio management with brokered transactions and commissionable insurance sales, supported by a team of licensed representatives.

Wealth management
user avatar

Max K

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Max Kamp is a financial advisor with Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Continental Investors Services since 1992. Outside of his advisory role, he is the proprietor of NW Financial Service, which deals in life insurance. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, offering managed portfolios alongside financial planning and insurance solutions. The firm emphasizes fixed-income and municipal securities and combines discretionary portfolio management with brokered transactions and insurance sales.

Wealth management
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Robert N

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Robert Nash is a financial advisor with Continental Investors Services, Inc. in Dallas, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at B. Riley Wealth Management and Hilltop SECURITIES, INC. His career spans over two decades at major firms prior to joining Continental in 2020. Continental Investors Services, Inc. provides SEC-registered advisory and portfolio management services primarily to individual clients, focusing on fixed-income and municipal securities. The firm integrates discretionary portfolio management with broker-dealer and insurance sales activities, operating through a team of licensed representatives.

Wealth management
user avatar

Betty T

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Betty Trembley is a financial advisor at Continental Investors Services, Inc. She holds Series 63 and Series 65 licenses and has 45 years of industry experience. She has been with Continental Investors Services since 1992. Continental Investors Services is an SEC-registered investment adviser managing approximately $197 million for about 600 individual clients, primarily non–high-net-worth households. The firm provides portfolio management and investment advisory services alongside brokerage and insurance products.

Wealth management
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